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Hartford Financial Services

773 hedge funds and large institutions have $19.8B invested in Hartford Financial Services in 2023 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 291 increasing their positions, 268 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 53

9% more repeat investments, than reductions

Existing positions increased: 291 | Existing positions reduced: 268

0% more funds holding

Funds holding: 770773 (+3)

0.06% less ownership

Funds ownership: 90.83%90.77% (-0.06%)

2% less capital invested

Capital invested by funds: $20.3B → $19.8B (-$473M)

9% less call options, than puts

Call options by funds: $64.8M | Put options by funds: $71.2M

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
773
Holders Change
+3
Holders Change %
+0.39%
% of All Funds
12.27%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
64
Increased
291
Reduced
268
Closed
53
Calls
$64.8M
Puts
$71.2M
Net Calls
-$6.4M
Net Calls Change
+$14.6M
Name Holding Trade Value Shares
Change
Change in
Stake
HWM
576
HB Wealth Management
Georgia
$235K +$240K +3,312 New
RZH
577
Relyea Zuckerberg Hanson
Connecticut
$235K +$240K +3,310 New
CI
578
Cigna Investments
Connecticut
$232K -$32.4K -447 -12%
DWT
579
Dorsey & Whitney Trust
South Dakota
$228K -$290 -4 -0.1%
GA
580
Goldstein Advisors
Wisconsin
$227K +$14.5K +200 +7%
BSW
581
Buckingham Strategic Wealth
Missouri
$227K +$29K +400 +14%
DOA
582
D'Orazio & Associates
Virginia
$226K +$232K +3,190 New
UAS
583
United Asset Strategies
New York
$226K +$19.2K +265 +9%
LNC
584
Lincoln National Corp
Pennsylvania
$225K -$1.81K -25 -0.8%
HIMC
585
Heritage Investors Management Corp
Maryland
$224K
YIA
586
YHB Investment Advisors
Connecticut
$221K
IWA
587
IVC Wealth Advisors
Pennsylvania
$220K +$290 +4 +0.1%
LC
588
Lindbrook Capital
California
$218K +$23.4K +322 +12%
PCMC
589
Paragon Capital Management (Colorado)
Colorado
$218K -$11K -151 -5%
PCIA
590
Prime Capital Investment Advisors
Kansas
$217K -$2.18K -30 -1%
PWM
591
Perigon Wealth Management
California
$217K -$363 -5 -0.2%
HPC
592
HM Payson & Co
Maine
$217K
Lido Advisors
593
Lido Advisors
California
$216K +$222K +3,053 New
HS
594
Horan Securities
United States
$216K
BONH
595
Bank of New Hampshire
New Hampshire
$216K -$21.8K -300 -9%
ACA
596
Aptus Capital Advisors
Alabama
$215K +$221K +3,039 New
TF
597
Tompkins Financial
New York
$215K
NP
598
Nilsine Partners
Colorado
$214K +$2.98K +41 +1%
DDPIC
599
Deroy & Devereaux Private Investment Counsel
Michigan
$213K
NIM
600
NEOS Investment Management
Connecticut
$213K +$218K +2,998 New

HIG Hedge Fund Activity: Q3 2023 in Review

773 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Hartford Financial Services (HIG) for Q3 2023, worth a combined $19.8B — down 2.3% from $20.3B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new HIG positions and 53 closed out — a net gain of 11 holders — while 291 added to existing stakes and 268 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $78.6M. The largest seller was Man Group, exiting entirely with an estimated $141M sold.

  • 773 institutional investors held Hartford Financial Services (HIG) as of Q3 2023, up from 770 in Q2 2023.
  • Funds reported $19.8B of Hartford Financial Services stock for Q3 2023, down 2.3% quarter-over-quarter.
  • 64 funds opened new Hartford Financial Services positions in Q3 2023 and 53 closed out, a net change of +11 holders.
  • The largest Hartford Financial Services buyer in Q3 2023 was Victory Capital Management, an estimated $78.6M added.
  • The largest Hartford Financial Services seller in Q3 2023 was Man Group, an estimated $141M sold.

Based on aggregated 13F filings for Q3 2023.